Financial Fitness and Homeownership Counselor: Job Description
SUMMARY: The Homeownership Counselor and financial fitness educator’s goal is to provide organized opportunities to residents of Chicago, IL, to acquire the critical skills, knowledge, and confidence to manage money wisely to get back on their feet, and/or prevent future financial disasters. The educator is responsible for overseeing the financial fitness education program, which includes group education classes, individual counseling sessions and peer-led support groups. Other duties include program outreach, customer follow up and regular reporting requirements. RESPONSIBILITIES: Group Education Classes - Coordinate education program - Organize and schedule workshops - Prepare curriculum for workshop series, adapting to group’s special situation and resources - Secure meeting spaces - Prepare agendas, handouts, visual aids and working materials for homebuyer education classes - Secure and orient guest speaker and trainers - Schedule field trips as appropriate - Schedule and notify participants of meetings - Facilitate workshops - Evaluate meetings and customer’s progress - Keep materials interesting and current - Set up and clean up after classes - Coordinate graduation ceremonies - Utilize adult education principles and participatory training techniques in workshops - Assist with developing peer-led support groups after classes Individual Counseling - Set up and deliver individual counseling sessions - Develop personal action plans with savings goals for customers Marketing - Develop and implement outreach strategies according to the business and marketing plans - Recruit customers for financial fitness education program - Notify public of workshop schedule - Deliver community presentations for customer outreach as appropriate Customer Tracking and Reporting - Develop regular reporting systems - Track customers using HCO (Housing Counselor online management system) - Maintain customer and program files - Ensure that program reports and generated in a timely manner for in-house and external requirements.
o General ? Become familiar with Foreclosure, Pre-Purchase and Post Purchase, local referral programs and other relevant resources ? Monitor expenses against program budget ? Act as a liaison with local organizations for cross-referrals ? Assist with customer in-take process and tracking
SHARED RESPONSIBILITIES OF STAFF: - Maintain a professional and diplomatic relationships in performing job responsibilities - Provide information on programs and services to prospective customers - Have a working knowledge of total program operations, goals, and objectives, as well as organizational philosophy and mission - Participate in ongoing training and cross-training activities to increase personal and professional development - Attend board of directors and committee meetings at the discretion of the executive director and/or supervisor - Perform other duties as may be requested from time to time by the executive director and/or supervisor
- SALARY AVERAGE AND BENEFITS - The salary is $30,000.00 - $40,000; however salary is based on experience. Insurance Benefits are available. Contact: email: firstname.lastname@example.org to schedule an appointment, please bring resume and references and certificates
SKILLS, ABILITIES, AND ATTITUDES - Housing Counseling and financial educational Certificates - Knowledge of financial concepts and systems - Familiarity with community-based nonprofit organizations - Experience with adult education - Excellent written and oral communication skills - Basic computer skills - Demonstrated organizational skills, with the ability to handle multiple tasks - Successful skills in working with people of diverse backgrounds - Highly self-motivated and able to work independently, as well as work as part of a team - Creative, practical, and strategic problem solving skills - Willingness to work evenings and flexible hours
Additional Salary Information: Salary Commensurate with experience
Our mission is to provide and foster safe, sanitary and affordable housing to low to moderate income individuals, families, and seniors, as well as related community focused financial, education and human services information.